See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,793 | $62,573+171.4% | $85,682+98.2% | $85,850+97.8% |
| Participation rate | 54.8% | 61.1%-6.3pp | 69.9%-15.0pp | 69.3%-14.5pp |
| Annual return | 29.45% | 23.77%+5.7pp | 21.49%+8.0pp | 318.53%-289.1pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,578 | $2,802-8.0% | $3,923-34.3% | $3,952-34.8% |
| Admin fee / account holder | $6,919 | $4,640+49.1% | $6,873+0.7% | $6,260+10.5% |